hardware

2 articles

U.S. Chip Tariffs Are Restructuring the Global AI Hardware Stack

The 2025 semiconductor tariff expansion and export control overhaul have created a bifurcated global AI hardware ecosystem. The immediate effect is higher costs; the structural effect is a technology cold war with a decade-long timeline.

Tyler HuangMarch 18, 20268 min read

Technology

The Hardware Bottleneck That Defines AI's Ceiling

NVIDIA's GPU monopoly, TSMC's foundry dominance, and the memory bandwidth wall are not temporary supply chain problems — they are structural constraints that will determine which nations and companies lead AI development for a decade.

Tyler HuangMarch 18, 20267 min read